Business budgeting, forecasting and KPI reporting
Every business should measure their lead indicators, take a Balanced Scorecard approach in identifying key performance indicators, and prepare budgets and forecasts.
WLM Accounting offers a comprehensive outsourced CFO service designed to help businesses navigate the complexities of financial management without the overhead costs associated with hiring a full-time chief financial officer. We’re the perfect fit for small to medium enterprises, offering big business strategy without the big business cost.
We’re not just number crunchers. We’re your business partners, aligning financial strategy with your company’s goals. We’re on the frontline, establishing key performance indicators, optimising financial performance, spotting growth opportunities, and providing data-driven insights. We’re your financial umbrella, planning for the rainy days and identifying areas of risk to ensure you’re ready for any financial weather.
We offer a range of management accounting services tailored to the unique needs of each client, including:
- Identifying Key Performance Indicators Lead and Lag
- Budgeting
- Cash flow management
- Assistance with Balanced Scorecard – considering long term goals, culture, staffing and financial performance indicators
- Ratio and balance sheet and analysis
- Assistance with risk analysis for your business
Our process begins with a conversation. We’ll get to know you and your business, and from there, we’ll craft an annual budget that supports your goals and pinpoints the KPIs to track progress. Regular catch-ups will keep us on track, backed by our reporting systems that show just how well your business is doing. But we know that business is never set in stone. That’s why we constantly update our clients’ forecasts to reflect any changes in circumstances, ensuring you have the most accurate information to make proactive decisions.
In our three-plus decades of experience, we’ve worked with businesses at all stages of maturity. We’ve helped start-ups balance the books while paying down personal debt and guided mature businesses in understanding profitability drivers and measuring returns on strategic goals.
With WLM Accounting, your business can gain the financial leadership it needs to thrive in today’s competitive environment, all while maintaining the flexibility and cost-effectiveness that modern companies require.
